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Real Estate and Alternative Investment Experts

Offering Custom 1031 Exchange Solutions for Qualified Investors

Tailored investment solutions with potential for cash flow, capital appreciation, and tax benefits.

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Fully Vetted Opportunities

Delaware Statutory Trust Investments

While DSTs are available through others, come learn what makes Perch Wealth different.
We research each Sponsor's offering and prepare a suitability and risk analysis for you at no charge.

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Expert Advice, Integrated Processing

1031 Exchange Solutions

We understand the 1031 exchange process like no other firm. We've integrated State of the Art advisory and processing services into the Perch solution which includes discounted fees, and the ability to track and monitor your exchange 24/7.

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Unique Expertise

200 +

Years Experience
About Perch Wealth

Real Estate Solutions
for High-Net-Worth Individuals

Perch Wealth is an investment firm specializing in real estate and alternative investments, offering an unparalleled opportunity for select investors to build diversification into their portfolios.

Our solutions are intended to help clients potentially defer taxes, preserve their wealth, and feel secure throughout retirement.

Much of what sets Perch Wealth apart from our contemporaries is our approach to both our clients as well as their portfolios. We prefer an integrated view to the investment and wealth-building process, which often means we organize our efforts looking for long-term viability and a legacy portfolio that can be transferred from one generation to the next.

About Perch Wealth

There are dozens of active sponsors in the market today, all of which are distinctly different in terms of size, shape, organizational structure, experience, personality, and investment strategy. Some sponsors focus on one core investment strategy or asset type, whereas other sponsors offer a diversified platform of strategies that may include medical office, student housing, single-tenant NNN, self-storage, industrial, Class A multifamily, or manufactured housing. There are numerous offerings available for investment at any given time. While most of the offerings look similar to an untrained eye, there are considerable differences among sponsors, investment strategies, and product structures that should be carefully evaluated and assessed before making investment decisions.

Risk is unavoidable, but it may be able to be mitigated through experience, extensive due diligence, strategic analysis, and diversification.

Perch carefully evaluates sponsors and investment programs along with underlying real estate market fundamentals to attempt to mitigate risk and help clients build strong, diversified investment portfolios to work toward their income and growth objectives.

The Perch Advantage

We don’t sell. We educate.

Providing the quality of service and informed guidance that investors deserve.

“In serving as your financial professional, we’re committed to identifying elite real estate opportunities that best fit your unique circumstances. Our role is to guide you through the entire process. We will walk you through your options, implement your strategy, and oversee your trajectory through our ongoing partnership. Our commitment to you is to provide solutions that help you meet your short- and long-term financial goals.”

  • 01.Client Objectives
  • 02.Assessement
  • 03.Portfolio Solution
  • 04.Relationships
A Fresh and Informed Approach

Our Services

With more than two hundred years of combined experience, the Perch Wealth team offers investors a unique opportunity, both domestically and internationally. Our services include:

01

Private Real Estate Funds

We offer access to leading interval and alternative funds for both accredited and non-accredited investors worldwide.

Learn About Private Real Estate Funds

02

DST Investments

We connect accredited investors with Delaware Statutory Trust (DST) investments nationwide, delivering a management-free approach to real estate investing.

Learn About DSTs

03

1031 Exchange Solutions

We provide guidance on and manage 1031 exchanges and processing, offering discounted exchange fees to those we work with.

Learn About 1031 Exchange

04

Opportunity Zones

We educate and assist clients on how and why to invest in opportunity zones, providing access to numerous potential tax benefits.

Learn About Opportunity Zones

Serving Our Clients Through Personalized Solutions

Perch is dedicated to helping investors strive to accomplish their financial goals while refreshing their lifestyles. Through unique real estate investment opportunities, the solutions we offer are focused on targeting stable cash flow, favorable tax treatment and steady appreciation.

International Investment Solutions

Delivering Investment Opportunities for International Investors

Perch Wealth offers private, U.S. based investment strategies for international investors focused on the potential for preservation of capital, income, and long-term growth.

01
Preferred Equity Offerings
02
Private Real Estate Investment Trusts (REITs)
03
Interval Funds
04
Other Income Funds

The Perch Path

Following a methodical 4-step process, we help our clients identify an investment strategy that aligns with their goals and objectives.

01

Discovery

Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.

02

Evaluation

Once we understand your needs, we search the market for real estate opportunities and share our optimal solutions.

03

Implementation

Armed with appropriate strategies and solutions, we deliver a custom portfolio that targets your needs.

04

Follow Up

We remain by your side, monitoring and tracking the progress of your portfolio, striving to help you achieve your goals.

Perch Experience – Recent Closings

The Perch Wealth team has successfully assisted hundreds of clients in their investment strategies.

Recently Closed
Multi Family DST
Recently Closed
Student Housing DST
Recently Closed
Luxury Retail DST
Recently Closed
Healthcare DST
Our sponsors

Strategic Relationships

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Testimonials

What Are People Saying?

q1

"A+ excellent service! Ben Carmona and his team are professional, personable, a pleasure to do business with. Ben's particular strength is in analyzing, evaluating, making recommendations for or against the investment opportunities. His explanations are clear, well researched and thought out, well communicated. The process is collaborative. You can't go wrong with Ben and his team at Perch."

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Marcia S, NJPerch Wealth client
q2

"My Wife and I Recently made two investments with Perch Wealth. We were very impressed with Ian McElreath; he was able to find what we were looking for and facilitate the transactions. Ian was very prompt in responding to emails and returning phone calls. I would highly recommend the Perch Wealth team for your investments."

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Dennis F, AZPerch Wealth client
q3

"Every person I spoke to was knowledgeable, a good communicator, not pushy, and had a can do attitude in dealing with issues that came up."

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Marylee K, WAPerch Wealth client
q4

"Unbelievable service from start to finish. Knowledgeable, organized and efficient. Will definitely use them again for our next investment product!"

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Brad S, UTPerch Wealth client
q5

"Perch has been excellent in making proposals for DST investments and in listening and adjusting to my feedback on them. Their patience has been great as I have modified my own criteria as I have read their documents and proposals. The Perch team has been superb in making the paperwork easy."

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Lou W, MAPerch Wealth client
q6

"Both Adam Shipley and Benjamin Carmona provided a great service to me. They were extremely responsive and knowledgeable. In addition, they were able to get me a position in a highly sought after DST that quickly became fully subscribed."

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Richard B, CAPerch Wealth client
q7

"Whether you are a seasoned investor or just starting out investing in DSTs, you will find the team at Perch Wealth the most professional, knowledge-based group out there. We are at the point in our lives where we are transitioning out of multi-family properties so that we can enjoy our retirement years and the Perch Wealth team has guided us every step of the way in making certain our investments into DSTs will provide the security and income desired for the future."

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Rita H, CAPerch Wealth client
publications

As Seen On

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Contact Us

Get In Touch

Free DST eBook and Replacement Property List.

Discover if Delaware Statutory Trusts Could be your 1031 exchange solution.

Are you an Accredited Investor?
Many investments are only open to Accredited Investors. *

The SEC defines an accredited investor as either:
  • a) An individual with a net worth exceeding $1 million (either individually or jointly with their spouse), OR
  • b) An individual with gross income exceeding $200,000 (or joint income with a spouse or partner exceeding $300,000).